StockDriftsStockDriftsTop 50 Platform Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 17.78% | 1.10M | $48.6M | new | $39.20(+17.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 10.96% | 103.5K | $29.9M | new | $263.24(+16.50%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 5.83% | 127.7K | $15.9M | new | $101.76(+25.27%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.27% | 40.3K | $14.4M | new | $278.05(+26.40%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.12% | 270.8K | $14.0M | new | $46.52(+15.15%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.98% | 38.5K | $13.6M | new | $278.67(+25.77%) | 2026-06-30 | |
| AVO | MISSION PRODUCE INC | 4.51% | 1.05M | $12.3M | new | $11.81(+11.18%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.45% | 295.1K | $12.2M | new | $37.41(+15.81%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.82% | 43.8K | $10.4M | new | $225.20(+22.09%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.44% | 10.0K | $9.4M | new | $893.99(+6.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
Platform Wealth Management, LLC reports $273.30M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (17.8%), AAPL (11.0%) and AVUV (5.8%). The top 20 holdings account for 84.08% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Platform Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110622). View Platform Wealth Management, LLC’s 13F filings on SEC